LRI Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

LRI Investments’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.36K	Hold	427	–	–	﹤0.01%	1198
2026 Q1	$3.22K	Hold	427	–	–	﹤0.01%	1192
2025 Q4	$3.46K	Hold	427	–	–	﹤0.01%	1111
2025 Q3	$3.5K	Hold	427	–	–	﹤0.01%	1111
2025 Q2	$3.42K	Hold	427	–	–	﹤0.01%	1093
2025 Q1	$3.4K	Hold	427	–	–	﹤0.01%	1024
2024 Q4	$3.35K	Hold	427	–	–	﹤0.01%	1000
2024 Q3	$3.45K	Buy	427 +4	+0.9%	+$31	﹤0.01%	995
2024 Q2	$3.16K	Buy	423 +8	+2%	+$57	﹤0.01%	995
2024 Q1	$2.98K	Buy	+415	New	+$2.94K	﹤0.01%	698

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LRI Investments's JPC Position: Q2 2026 in Review

LRI Investments held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2026 at 427 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

LRI Investments first reported a position in JPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q2 2026.

LRI Investments held 427 shares of Nuveen Preferred & Income Opportunities Fund worth $3.36K as of Q2 2026.
LRI Investments left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2026.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1198 holding.
LRI Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $3.5K in Q3 2025.
328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.